ScoreFirmStateAUMAdvisorsCustodian
B61MIAI, INC.
CRD 111695
TX$213.3M5E*Trade
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab
B60FLACK, EMBER LOUISE
CRD 114269
TX$180.0ME*Trade
B60ALJEN ASSET MANAGEMENT LLC
CRD 128962
NJ$230.2M3E*Trade
B60MILLINGTON SECURITIES, LLC
CRD 147298
NJ$140.5ME*Trade
B60ROCK HILL CAPITAL GROUP, LLC
CRD 163129
TX$238.8ME*Trade
B60JTS FUND ADVISORS, LLC
CRD 283677
TX$156.4MU.S. Bank
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity
B59WEALTHYX LLC
CRD 172380
TX$68.8ME*Trade
B59OUTFITTER ENERGY MANAGEMENT, LLC
CRD 286213
TX$239.6ME*Trade
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab
B59ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
NJ$351.4M2E*Trade
B59DOUBLE EAGLE CAPITAL MANAGEMENT LP
CRD 135522
TX$133.2M1E*Trade
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley
B59ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
NJ$144.2M2Pershing
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial
B58DDELTA REAL ESTATE INVESTMENTS INC.
CRD 326662
TX$169.6M1Pershing
B58BROADMARK ASSET MANAGEMENT LLC
CRD 109422
TX$238.4ME*Trade
B58GSV ASSET MANAGEMENT, LLC
CRD 154664
TX$143.4ME*Trade
B58LONE STAR INVESTMENT ADVISORS, LLC
CRD 158283
TX$119.9ME*Trade
B58WHITE ROCK OIL & GAS HOLDINGS, LLC
CRD 165255
TX$205.1ME*Trade
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6MU.S. Bank
B58TILLRIDGE CAPITAL PARTNERS, LLC
CRD 284992
TX$270.0ME*Trade
B58BUILDGROUP MANAGEMENT, LLC
CRD 289150
TX$294.4ME*Trade
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade
B589823 CAPITAL, LP
CRD 324329
TX$677.1M3Goldman Sachs
B57SENTRY MANAGEMENT INC
CRD 107379
TX$5.44B3E*Trade
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing
B57KERCHEVILLE ADVISORS LLC
CRD 169471
TX$554.7M3Pershing
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab